CacheTech Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CacheTech Inc’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$765K	Sell	5,627 -84	-1%	-$12.2K	0.12%	119
2026 Q2	$847K	Sell	5,711 -1	-0%	-$137	0.14%	104
2026 Q1	$710K	Sell	5,712 -2	-0%	-$254	0.14%	99
2025 Q4	$687K	Buy	5,714 +172	+3%	+$20.6K	0.13%	107
2025 Q3	$659K	Sell	5,542 -8,133	-59%	-$935K	0.13%	87
2025 Q2	$1.49M	Buy	13,675 +9,132	+201%	+$944K	0.28%	64
2025 Q1	$475K	Buy	4,543 +386	+9%	+$43.6K	0.09%	100
2024 Q4	$479K	Buy	4,157 +740	+22%	+$88.4K	0.09%	98
2024 Q3	$400K	Buy	3,417 +312	+10%	+$35.2K	0.09%	92
2024 Q2	$331K	Buy	+3,105	New	+$332K	0.08%	94

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

CacheTech Inc's IJR Position: Q3 2026 in Review

CacheTech Inc reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.5% in Q3 2026, selling an estimated $12.2K and leaving 5,627 shares worth $765K. The position accounts for 0.12% of the portfolio, ranked #119.

CacheTech Inc first reported a position in IJR in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q2 2025. 2,562 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

CacheTech Inc held 5,627 shares of iShares Core S&P Small-Cap ETF worth $765K as of Q3 2026.
CacheTech Inc sold 84 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $12.2K.
iShares Core S&P Small-Cap ETF made up 0.12% of CacheTech Inc's portfolio in Q3 2026, its #119 holding.
CacheTech Inc first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 10 quarters since.
CacheTech Inc's iShares Core S&P Small-Cap ETF position peaked at $1.49M in Q2 2025.
2,562 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on CacheTech Inc's 13F filing for Q3 2026, filed 12 Nov 2026.